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Verve Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
ID-less Targeting And AI Investments Will Drive Future Success In Privacy-Focused Advertising
Key Takeaways Verve Group's ID-less targeting solutions and expansion into digital channels position it for revenue growth in a privacy-focused advertising market. Integration of Jun Group and investment in AI-driven solutions are expected to improve operational efficiencies and enhance net margins.
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€6.22
FV
54.9% undervalued
intrinsic discount
11.69%
Revenue growth p.a.
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3 days ago
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Verve Group
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Digital Shift And Privacy Trends Will Unlock Global Opportunities
Key Takeaways Critical mass in privacy-focused targeting and rapid SDK adoption position Verve for dominant share and above-expectation revenue and margin acceleration in digital advertising. Early international expansion and AI-driven automation unlock new high-margin streams and cross-selling opportunities, supporting sustained premium growth and superior profitability.
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€9.20
FV
69.5% undervalued
intrinsic discount
19.19%
Revenue growth p.a.
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Verve Group
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AnalystLowTarget
Consensus Narrative from 4 Analysts
Digital Ad Risks Will Sour Outlook While Enabling Modest Rebound
Key Takeaways Verve's growth faces challenges from tech giants' consolidation, stricter privacy regulations, and commoditization leading to declining ad prices and limited targeting effectiveness. Heavy investments in technology, talent, and expansion risk margin erosion, especially if revenue gains can't consistently outpace rising costs and shifting digital ad consumption trends.
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€3.88
FV
27.6% undervalued
intrinsic discount
9.99%
Revenue growth p.a.
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Your Valuation for
M8G
M8G
Verve Group
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€
Current Price
€2.81
14.9% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
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Past
Future
-22m
787m
2015
2018
2021
2024
2025
2027
2030
Revenue €787.4m
Earnings €45.8m
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